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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,970 | $51,631+83.9% | $129,397-26.6% | $80,925+17.4% |
| Participation rate | 6.9% | 56.9%-50.0pp | 69.6%-62.7pp | 67.7%-60.7pp |
| Annual return | 13.01% | 20.77%-7.8pp | 9453.98%-9441.0pp | 35.65%-22.6pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $449 | $2,670-83.2% | $4,167-89.2% | $4,299-89.5% |
| Admin fee / account holder | $0 | $4,309-100.0% | $7,679-100.0% | $6,940-100.0% |